See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,633 | $41,078-20.6% | $80,569-59.5% | $71,457-54.3% |
| Participation rate | 32.7% | 50.2%-17.5pp | 67.0%-34.3pp | 67.9%-35.2pp |
| Annual return | 17.04% | 38.45%-21.4pp | 935.43%-918.4pp | 28.85%-11.8pp |
| Employer contribution / active EE | $876 | $1,506-41.8% | $2,723-67.8% | $2,588-66.1% |
| Participant deferral / active EE | $1,689 | $2,699-37.4% | $4,447-62.0% | $4,289-60.6% |
| Admin fee / account holder | $3,429 | $1,840+86.3% | $5,377-36.2% | $1,587+116.0% |